CAM

Congress Asset Management Portfolio holdings

AUM $15B
1-Year Est. Return 31.1%
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.65B
AUM Growth
+$996M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$59.2M
3
+$56.9M
4
AOS icon
A.O. Smith
AOS
+$9.9M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$9.28M

Top Sells

1
+$88.9M
2
+$88.1M
3
+$49.9M
4
STI
SunTrust Banks, Inc.
STI
+$39.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M

Sector Composition

1 Technology 23.74%
2 Industrials 17.99%
3 Healthcare 15.84%
4 Consumer Discretionary 14.92%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.98M 0.07%
53,652
+669
177
$4.91M 0.06%
167,507
-2,086
178
$4.91M 0.06%
135,240
-2,241
179
$4.85M 0.06%
73,282
+11,252
180
$4.85M 0.06%
167,880
-2,817
181
$4.77M 0.06%
30,044
+1,202
182
$4.74M 0.06%
34,136
+5,131
183
$4.67M 0.06%
78,971
+15,779
184
$4.66M 0.06%
45,454
-755
185
$4.57M 0.06%
192,390
-2,130
186
$4.55M 0.06%
61,475
-1,010
187
$4.53M 0.06%
60,176
+3,803
188
$4.5M 0.06%
26,973
-3,911
189
$4.45M 0.06%
109,500
-1,780
190
$4.45M 0.06%
28,373
-474
191
$4.42M 0.06%
68,949
-3,226
192
$4.39M 0.06%
73,046
-30,043
193
$4.35M 0.06%
128,379
-2,103
194
$4.33M 0.06%
149,275
-1,885
195
$4.31M 0.06%
145,691
+41,937
196
$4.31M 0.06%
64,252
-1,055
197
$4.28M 0.06%
86,735
-1,452
198
$4.23M 0.06%
+195,505
199
$4.21M 0.06%
28,650
-305
200
$4.17M 0.05%
55,387
+6,109
6 7
8
9 10